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TeamOB: BI Report
TeamOB BI software lets you connect your data from Excel and analyze it with advanced analytics features, prepare a dashboard, and share it among stakeholders.
How does it work?
Step1 (Upload document)
Click on upload link in left nav
Upload .xlsx or .csv file
Please follow the guideline of supported format present in page.
Add Category Name.
Click on Continue button.
The uploaded records will be shown in the summary.
Note: If the columns fields already exist in the previously uploaded xls or csv, in that case the add category name field will not appear and all records move to the category where the columns of csv got matched.
If you are uploading the document for the first time.
The system will scan and show you a list of headings present in the source document. Map the data type for each column carefully.
Create a category (bucket) to store the data. (Bucket is a storage where all subsequent uploads of the same data will be stored.)
Proceed to the next step, and upon successful upload, you will get a success notification.
If you have previously uploaded a similar document,
The system will automatically detect the category or bucket name where this data should be stored. (The system matches the column headings of the document to identify the category.)
Step 2: Prepare a search query and graphs.
Step 2: Prepare a search query and graphs.
Click on Search in the left navigation.
Search tab
Select the category from the drop-down you want to analyze.
Upon selection of category, you will view a page like below.
Select the columns you want to analyze and generate the result in the form of a table or graph.
Add rules if you want to filter the data based on some criteria, e.g., list those records where the department is sales and the role is user. Skip if no rule is required.
You can add more complex search criteria in the Advanced Search section.
Skip if not required.
For example, consider generating a count of users in the sales department.
Set the order of the result and limit the display to the number of rows, e.g., display the top 10 users only, order by name, ascending.
Give the full name of your search query under “Search name” and press “Save and Search.”
Note:
You can create N number of queries per category.
All your saved searches will be available under the “Saved searches” drop-down present in the top right.
Result tab
If you want to add the query result to the dashboard, click on Actions > Add a table to the dashboard.
It will prompt you to select an existing dashboard or create a new one.
Graph tab
Graph tab
If you want to represent the query result as a graph, click on Select Graph and select any one from the available list.
Select X and Y coordinates. Press Create graph.
Navigate to Actions > Save Graph.
If you wanted to copy the graph to any of the available dashboards,
Click on Actions.
Click on Add to Dashboard.
Step 3: Arrange the dashboard and share
Share the dashboard with a specific user.
Click on Actions > Share.
A pop-up appears. You have the option to share the dashboard with a role or specific users. In case of role. The dashboard will be available to all users with selected roles. You will only be able to share those dashboards if you are the owner.
Press Save.
Notes
When you change the position of blocks within the dashboard, Don't forget to save it.
Use “Set as Default” if you want any specific dashboard to load and be selected by default.
If you are the owner of the dashboard, You can delete the dashboard.
Print or download your search results and graph.
Print or download your search results and graph.
Click on the Report menu from the left navigation
From the Reports list, select “Add New.”
Give a name to your report.
Select the category to get its saved searches.
Click on Add +
Select table. If you wanted to add a data table, i.e., the content of the result tab.
Select graph. If you want to add a graph saved under the graph tab.
Select text. If you wanted to add some headings or labels to the report.
Click on Add+ > Select graph or table available for the selected query.
To print or share the graph, Click on Action and select print or share.
FAQ for the BI Module
FAQ for the BI Module
Question: How do I clear uploaded records from categories?
Question: How do I clear uploaded records from categories?
Answer:
Click on the search link in the left navigation.
Select the category.
Click on Actions.
If you are the owner of a category or bucket,. You will see an option to delete.
If you are not an owner, you will see an option to unsubscribe.
Press Clear Data. It will prompt you to select the date range. Enter the date and press submit.it.
If a category is shared by someone, you can only clear the data that has been uploaded by you.
Question: How do I delete my category?
Question: How do I delete my category?
Answer:
Click on the search link in the left navigation.
Select the category.
Click on Actions.
Select the delete option.
Question: I have uploaded some data in a category and wanted to share it with other users so they can also query. How do I do it?
Question: I have uploaded some data in a category and wanted to share it with other users so they can also query. How do I do it?
Answer:
Click on the search link in the left navigation.
Select the category.
Click on Actions.
Select the share option.
It will show you a pop-up.
Select the user from the left box and move it to the right box.
Press Save
Question: Can I use placeholders in a search query?
Question: Can I use placeholders in a search query?
Answer:
Yes, you can add two placeholders, %start_date% and %end_date%, in the query to filter records by date dynamically.
If you have used the placeholder, You can use the date filter present in the dashboard to populate only those records that fall under the selected date range.
Question: How do I enable BI report features for other users?
Answer:
A BI report is available on two types of licenses.
Updater: The one who can upload documents, prepare search queries, build dashboards, and share
Viewer: The one who can only view the dashboard shared with him
To enable any of the above.
Click on the Users menu. (from the productivity tool or from top navigation)
Search the user and edit it.
Enable BI report permission.
Question: How to delete or unsubscribe from the from the dashboard?
Question: How to delete or unsubscribe from the from the dashboard?
Answer:
Click on the dashboard link from the left navigation.
Select the dashboard.
Click on the action menu.
Select Delete/Unsubscribe
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